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#1286 Qiao Wang | Crypto Analyst Reveals His Big Bets for 2024
The Pomp Podcast
Unrecognized AI Companies and the Supply Chain
The speakers discuss AI companies that are not yet recognized as such, including infrastructure companies like Snowflake and semiconductor companies like ASML and ACLS. They explain the supply chain in detail, emphasizing the profitability and technological strength of these hardware AI companies.
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